Commercial Lending Assistant
Armstrong Bank · Dallas, TX · 5 mo ago
FinanceFull-time
About the role
A summary of the role: As a Client Service Representative, you play a vital role in our Customer's experience by providing the highest level of Customer Service while efficiently and accurately matching services to new and existing customers and identifying financial needs.
Essential Duties and Responsibilities
- Providing products and services to fit their unique needs
- Opening new accounts and assisting customers as needed
- Buils and maintains relationships with customers
- Must clearly understand Armstrong Banking services, discern and interpret customers’ needs, recommending appropriate product/service through sales or referrals
- Positive, professional, proactive in everyday interactions with Customers and co-workers
- Able to apply strong critical thinking and problem-solving skills to promptly meet customers’ needs
- Promptly, efficiently, and accurately responds to customers’ requests, inquiries, or problems
- Foster teamwork and collaboration to build solid relationships with co-workers
Qualifications
- Outgoing personality and excellent Customer service skills
- Demonstrate ability to generate referrals
- Effective written and verbal communication skills as well as superior interpersonal skills to support customer complaint resolution, coordinate numerous assignments at once, showing strong time management skills
- Must be very flexible and willing to work irregular schedule as needed
- Maintain high level of discretion and confidentiality
- Complies with all regulatory requirements
- 1 year Teller experience required